# Celoxis MCP for AI Agents MCP

> Celoxis lets your AI agents take full control of Project Portfolio Management (PPM). Instead of digging through dashboards, you talk to the system and get immediate answers on resource capacity, project risk levels, financial burn rates, or task completion status. It centralizes complex project data into natural conversation for faster decision-making.

## Overview
- **Category:** erp-operations
- **Price:** Free
- **Tags:** ppm, resource-management, timesheets, project-portfolio, budget-tracking, work-breakdown-structure

## Description

Celoxis connects your entire Project Portfolio Management workflow directly to any AI agent. You stop staring at Gantt charts and start talking to the system. Your agent can navigate deep structures—from listing high-level strategic portfolios down to checking individual work breakdown structure tasks—all in plain conversation.

Need to know if a project is delayed? Ask about milestones and get immediate status updates. Concerned about budget overruns? Pull detailed time entries, measure billable hours, or assess non-billable expenses tied directly to specific client accounts. The AI agent handles the complexity of tracking resources, checking pending approvals, and identifying critical risks modeled within the platform.

Because Celoxis is housed in the Vinkius catalog, you connect your preferred AI client once and gain access to this entire suite of project tools. You get real-time visibility into team burn rates and resource assignments without ever needing to write a complex query or manually cross-reference tabs.

## Tools

### list_projects
Retrieves a list of all top-level project portfolio items, including physical IDs, names, status, and timeline data.

### get_project
Fetches the complete intrinsic properties structure for an explicit Celoxis project using its ID.

### list_tasks
Lists all Work Breakdown Structure tasks, representing concrete deliverables within active projects.

### list_resources
Lists working resources by parsing user mappings and core allocation data across the organization.

### list_time_entries
Lists actual time entries logged against Celoxis tasks or projects for accounting purposes.

### list_issues
Lists custom application items representing blocked issues tied to complex workflow problems.

### list_risks
Retrieves explicit organizational risks bounded by the Celoxis custom risk matrix.

### list_expenses
Lists raw expenses that are physically mapped as either billable or non-billable onto task items.

### list_clients
Retrieves a list of top-level CRM organizational clients linked internally to distinct portfolios.

### list_portfolios
Lists strategic global tracking Portfolios that map high-level aggregates over multiple child projects.

### list_milestones
Retrieves raw milestones, providing absolute phase delivery tracking within the WBS.

### list_approvals
Lists explicit objects that track pending or cleared approvals over time sheets and expense constraints.

## Prompt Examples

**Prompt:** 
```
What are all the high-level portfolios that have pending approvals or risks?
```

**Response:** 
```
**Portfolio Health Snapshot**

We found 3 primary structures needing attention:

*   **Client A Global:** High Risk (Supply Bottleneck). Two outstanding items need management signoff.
*   **Internal Training Initiative:** Pending Approval for Q4 budget. Needs Finance Director clearance.
*   **Mobile App Revamp:** No major risks, but 5 tasks are overdue and require PM follow-up.

Do you want the names of those 5 tasks?
```

**Prompt:** 
```
List all projects and tell me which ones have billing gaps this month.
```

**Response:** 
```
**Project Billing Audit**

| Project Name | Status | Timesheet Gap Found? | Associated Expenses Needed? |
| :--- | :--- | :--- | :--- |
| Data Pipeline Q4 | On Track | No (180 entries logged) | Yes (Travel $500) |
| Marketing V2 | At Risk | Yes (Missing 3 days for John Doe) | No |
| Core System Upgrade | On Hold | No | No |

Need me to pull the details for those missing time entries?
```

**Prompt:** 
```
What are the top 3 resources who are currently overbooked?
```

**Response:** 
```
**Resource Utilization Report**

Here's where the current load is heaviest:

1.  **John Doe:** Booked at 125% capacity (Tasks: Alpha, Beta).
2.  **Jane Smith:** At 110% capacity (Task: Gamma). Needs review.
3.  **Mark Jones:** Over budget on time allocation for the last two weeks.

I recommend pulling a list of available resources to find coverage.
```

## Capabilities

### Analyze Portfolio Structures
List all top-level project portfolios, getting IDs, names, current status, and timeline data for every structure.

### Deep Dive into Project Details
Retrieve the complete set of properties and intrinsic details for any specific Celoxis project using its unique ID.

### Map Work Breakdown Structures (WBS)
List all tasks, identifying active assignments, task health status, and explicit deliverables within ongoing projects.

### View Team Capacity and Roles
List all working resources, parsing user mappings to understand global scheduling types and system roles across the organization.

### Track Time and Expenses
Pull actual time entries or raw expenses logged against tasks or projects for accurate accounting and billing measures.

### Assess Risks and Blockers
List custom issues preventing workflow progression or assess organizational risks graded by the platform’s risk matrix.

### Monitor Approvals Status
Check pending validation records for timesheets and expenses, immediately showing internal clearance statuses.

## Use Cases

### Identifying Project Delays Across Client Portfolios
A PM asks their agent: 'Show me all active portfolios and flag any milestones that passed due dates.' The agent uses `list_projects` and `list_milestones`, providing a clear list of delayed structures and the specific projects affected.

### Auditing Timesheet Billing for Q3
A financial controller prompts: 'Pull all time entries for Client X this quarter, separating billable hours from non-billable expenses.' The agent uses `list_time_entries` and `list_expenses` to generate a categorized ledger.

### Reviewing Resource Availability Before Scope Creep
A manager asks: 'Do we have enough bandwidth on the development team for Project Alpha next month?' The agent uses `list_resources` and cross-references it with the project's current WBS tasks via `list_tasks`.

### Assessing High-Impact Systemic Risks
An executive asks: 'What are our biggest risks on the top client accounts?' The agent uses `list_risks`, providing a summary of high-severity organizational threats and mapping them to specific client entities.

## Benefits

- Get instant visibility into critical path items. Use `list_milestones` to check phase delivery status across the entire portfolio.
- Improve financial accuracy by using `list_time_entries` and `list_expenses` together, ensuring every dollar is mapped correctly against a task or project.
- Mitigate risk proactively. Run checks on `list_risks` and `list_issues` to identify blockers before they halt progress across any client portfolio.
- Streamline resource planning by calling `list_resources`. You see who's available, their roles, and how the organization is currently allocating them.
- Manage complex governance flows. Check pending sign-offs using `list_approvals` to know exactly which timesheets or expenses are waiting for clearance.

## How It Works

The bottom line is, you gain a direct conversational link to all of Celoxis’s core operational data without needing complex coding or dashboard navigation.

1. Subscribe to this MCP using your Vinkius account.
2. Provide the Base URL for your Celoxis instance along with your API Token credentials.
3. Your AI agent connects and begins fetching intricate project lifecycles, team burn-rates, and financial data directly through natural conversation.

## Frequently Asked Questions

**How can I use the Celoxis MCP to check team bandwidth?**
The agent uses resource listing tools to parse user mappings. You can ask it who is available, their roles, and how much capacity they currently have across all active projects.

**What if I need to track money spent on a project? Does Celoxis MCP handle that?**
Yes. The MCP allows you to pull both raw expenses and time entries, which helps create an accurate financial ledger for any portfolio or specific client account.

**Can I find out why my project is stuck using Celoxis MCP?**
The agent lists explicit issues that are blocking workflows. You can query the system to identify what's causing a delay, helping you pinpoint whether it's a technical problem or a resource gap.

**Is Celoxis MCP better than just looking at my dashboard?**
It is. Instead of digging through pre-set views, you ask the agent a specific question—like 'Show me all risks on Client Beta'—and it pulls only that targeted data instantly.